+11.5%
RRX vs RRC
+23.4%
-11.8%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.0% | 0.0% |
| 7D | +3.4% | +1.3% | +2.1% | +3.7% |
| 30D | -11.1% | +10.1% | -21.2% | -9.8% |
| 3M | -23.7% | +4.0% | -27.7% | -22.9% |
| 6M | -22.0% | +1.6% | -23.6% | -21.4% |
| YTD | +16.5% | +19.7% | -3.2% | +17.8% |
| 1Y | +11.5% | +21.4% | -9.9% | +14.6% |
| All | +11.5% | +23.4% | -11.8% | +14.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded RRC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling